BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,606 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,052 increasing their positions, 1,115 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.57%
Holding in Top 10
418
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.83%
% of All Funds
8.59%
New
137
Increased
1,052
Reduced
1,115
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.29B
2
HHII
H&H International Investment
California
+$1.21B
3
BlackRock
BlackRock
New York
+$409M
4
Franklin Resources
Franklin Resources
California
+$343M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$229M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.75B
2
PSCM
Pershing Square Capital Management
New York
-$997M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$893M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$813M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
1376
Eagle Ridge Investment Management
Connecticut
$1.97M – – –
BM
1377
Bislett Management
California
$1.96M – – –
EWM
1378
Empirical Wealth Management
Washington
$1.96M +$586K +3,280 +42%
Cetera Investment Advisers
1379
Cetera Investment Advisers
Illinois
$1.96M +$472K +2,642 +32%
FC
1380
Forte Capital
New York
$1.96M +$1.96M +10,976 New
WAP
1381
Wealthcare Advisory Partners
Pennsylvania
$1.96M +$589K +3,298 +43%
KC
1382
Kingfisher Capital
North Carolina
$1.95M +$13.9K +78 +0.7%
RFWA
1383
RPg Family Wealth Advisory
Massachusetts
$1.95M -$3.35M -18,793 -63%
SAMC
1384
Spectrum Asset Management (California)
California
$1.95M -$67K -375 -3%
CFG
1385
Citizens Financial Group
Rhode Island
$1.94M -$173K -968 -8%
CWM
1386
Cornerstone Wealth Management
Missouri
$1.94M -$261K -1,463 -12%
MWA
1387
Meridian Wealth Advisors
Texas
$1.93M +$40.2K +225 +2%
STA
1388
Summit Trail Advisors
New York
$1.93M +$1.93M +10,806 New
AIIMS
1389
Analyst IMS Investment Management Services
Israel
$1.92M -$1.41M -7,899 -42%
IAIM
1390
International Assets Investment Management
Florida
$1.91M -$321K -1,799 -14%
RWM
1391
RKL Wealth Management
Pennsylvania
$1.91M -$59.4K -333 -3%
FCCM
1392
First City Capital Management
Georgia
$1.91M -$6.61K -37 -0.3%
TNBTD
1393
Trustmark National Bank Trust Department
Mississippi
$1.9M -$658K -3,686 -26%
FPCP
1394
Fort Point Capital Partners
California
$1.9M +$7.5K +42 +0.4%
AFIA
1395
America First Investment Advisors
Nebraska
$1.9M -$74.6K -418 -4%
FWM
1396
Focused Wealth Management
New York
$1.9M +$11.1K +62 +0.6%
PNC
1397
Park National Corp
Ohio
$1.9M -$32.5K -182 -2%
AAM
1398
Aureus Asset Management
Massachusetts
$1.89M -$3.57K -20 -0.2%
AIC
1399
Ameritas Investment Company
Nebraska
$1.89M -$725K -4,059 -28%
BW
1400
Bison Wealth
Georgia
$1.87M +$177K +994 +10%
54 55
56
57 58